North American Morning Briefing: Oil Jumps After Trump Says Ceasefire With Iran Is Over For Him -2-
Complete. Here is the key summaryThis morning briefing highlights earnings expectations for companies including Costco, Levi Strauss, and PriceSmart. It also details significant analyst rating changes: Allegiant Travel and Meta Platforms were raised to Buy, while American Airlines and Broadcom were cut to Hold. Other notable adjustments include upgrades for First Solar and Regeneron Pharma, and downgrades for Crinetics Pharmaceuticals and Ferguson Enterprises.
Costco Wholesale Corp (COST) is expected to report.
Firan Technology Group Corp (FTG.T) is expected to report for 2Q.
Goodfellow Inc (GDL.T) is expected to report for 2Q.
Levi Strauss & Co (LEVI) is expected to report $0.25 for 2Q.
PriceSmart Inc (PSMT) is expected to report $1.34 for 3Q.
Pure Cycle Corp (PCYO) is expected to report for 3Q.
Richtech Robotics Inc (RR) is expected to report $-0.06 for 2Q.
Strata Skin Sciences Inc (SSKN) is expected to report for 1Q.
VivoSim Labs Inc (VIVS) is expected to report for 4Q.
Powered by Onclusive and Dow Jones.
ANALYST RATINGS ACTIONS
Allegiant Travel Raised to Buy From Hold by Melius Research
American Airlines Group Cut to Hold From Buy by Melius Research
Bread Financial Raised to Equal-Weight From Underweight by Barclays
Broadcom Cut to Hold From Buy by Erste Group
Century Communities Cut to Underperform From Neutral by Zelman & Assoc
Cloudflare Raised to Sector Outperform From Sector Perform by Scotiabank
Crinetics Pharmaceuticals Cut to Hold From Buy by Jefferies
Crinetics Pharmaceuticals Cut to Hold From Buy by Jones Trading
Crinetics Pharmaceuticals Cut to Neutral From Buy by HC Wainwright & Co.
Crinetics Pharmaceuticals Cut to Neutral From Overweight by Cantor Fitzgerald
Crinetics Pharmaceuticals Cut to Perform From Outperform by Oppenheimer
DR Horton Raised to Outperform From Neutral by Zelman & Assoc
Ferguson Enterprises Cut to Neutral From Buy by Goldman Sachs
First Solar Raised to Buy From Hold by Deutsche Bank
M/I Homes Cut to Neutral From Outperform by Zelman & Assoc
Medpace Holdings Cut to Hold From Buy by Jefferies
Meritage Cut to Neutral From Outperform by Zelman & Assoc
Meta Platforms Raised to Buy From Hold by Erste Group
MGM Resorts Raised to Equal-Weight From Underweight by Wells Fargo
NVR Inc Raised to Buy From Hold by Zelman & Assoc
PennyMac Fincl Services Cut to Equal-Weight From Overweight by Barclays
Regeneron Pharma Raised to Buy From Hold by Benchmark
Repligen Raised to Buy From Hold by Benchmark
Sallie Mae Cut to Equal-Weight From Overweight by Barclays
Truist Financial Cut to Neutral From Buy by UBS
Waste Management Raised to Outperformer From Neutral by CIBC
This article is a text version of a Wall Street Journal newsletter published earlier today.
(END) Dow Jones Newswires
July 08, 2026 06:16 ET (10:16 GMT)
Copyright (c) 2026 Dow Jones & Company, Inc.